Nelson Irrigation Corporation 401(k) And Profit Sharing Plan
Sponsored by Nelson Irrigation Corporation · EIN 370963413 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 193
- With balances
- 237
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment management, Direct payment from the plan | $38,211 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $27,860 |
| Sweeney Conrad P.S. | Accounting, Direct payment from the plan | $21,000 |